3,822 hedge funds and large institutions have $422B invested in Visa in 2024 Q1 according to their latest regulatory filings, with 231 funds opening new positions, 1,655 increasing their positions, 1,510 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,822
Holders Change
+76
Holders Change %
+2.03%
% of All Funds
55.4%
Holding in Top 10
509
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-6.95%
% of All Funds
7.38%
New
231
Increased
1,655
Reduced
1,510
Closed
103
Calls
$4.21B
Puts
$3.54B
Net Calls
+$670M
Net Calls Change
+$183M
Name Holding Trade Value Shares
Change
Shares
Change %
SGCA
2701
Steel Grove Capital Advisors
Tennessee
$918K +$104K +372 +13%
WTB
2702
Washington Trust Bank
Washington
$917K -$259K -927 -22%
FC
2703
FCA Corp
Texas
$916K -$214K -766 -19%
CD
2704
Chapin Davis
Maryland
$916K -$59.4K -213 -6%
NEWAS
2705
N.E.W. Advisory Services
Wisconsin
$913K +$11.7K +42 +1%
WMA
2706
West Michigan Advisors
Michigan
$911K +$33.8K +121 +4%
IWA
2707
Inspirion Wealth Advisors
Illinois
$910K
MIM
2708
MTM Investment Management
South Carolina
$910K +$27.9K +100 +3%
NLP
2709
Next Level Private
New York
$908K +$908K +3,253 New
LAI
2710
Legal Advantage Investments
California
$907K -$27.9K -100 -3%
ACP
2711
Aveo Capital Partners
Colorado
$906K +$154K +573 +20%
JWM
2712
JGP Wealth Management
Oregon
$903K -$279 -1 -0%
CTFG
2713
Capstone Triton Financial Group
Oklahoma
$903K +$299K +1,070 +49%
FA
2714
Fermata Advisors
California
$902K -$111K -396 -11%
BCM
2715
Birch Capital Management
Texas
$902K +$17.6K +63 +2%
DWA
2716
Delap Wealth Advisory
Oregon
$901K +$447K +1,603 +99%
KCM
2717
KRS Capital Management
Michigan
$900K -$5.58K -20 -0.6%
I
2718
InceptionR
California
$899K +$899K +3,221 New
OFG
2719
Omega Financial Group
California
$899K +$40.5K +145 +5%
PWM
2720
PBMares Wealth Management
Virginia
$894K +$24K +86 +3%
IIM
2721
Intact Investment Management
Quebec, Canada
$893K -$447K -1,600 -33%
KA
2722
Kearns & Associates
California
$893K
PWP
2723
Phillips Wealth Planners
Mississippi
$892K +$52.6K +194 +6%
EAM
2724
Empirical Asset Management
Massachusetts
$892K +$9.77K +35 +1%
WA
2725
Wealth Architects
California
$891K -$51.9K -186 -6%